Tax Manager – Real Estate Partnerships (Remote Eligible)
A minimum of 4 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm) Experience working with the following: Complex partnership allocations, 704(c) property and related allocations, like-kind exchanges, and other real property gain deferral strategies. Real estate investment funds and related property entities. Experience reading and interpreting partnership agreements. CPA License (non-negotiable requirement).
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.
Tax Manager – High Net Worth Individuals (Remote Eligible)
A minimum of 4 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm). Experience providing tax consulting and compliance services to high-net-worth individuals and families including personal, estate/gift & trust tax returns. CPA license (non-negotiable requirement).
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.
Tax Manager – Generalist (Remote Eligible)
A minimum of 4 years (ideally between 4-6 years) of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm) in one of the below areas: Serving high net worth individuals and families and consulting and compliance. Experience working with personal, estate/gift & trust tax issues. Serving real estate businesses, consulting and compliance experience working with multi-state business entities, and experience reviewing partnership agreements and apply concepts for allocation purposes. Serving business entities, consulting and compliance experience working with multi-state business entities, experience working with FASB ASC 740, and experience in addressing U.S. tax aspects of companies doing business abroad. CPA license (non-negotiable requirement).
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.
Tax Manager – Corporate Tax (Remote Eligible)
A minimum of 4 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm). Experience serving business entities, consulting and compliance experience working with multi-state business entities, experience working with FASB ASC 740, and experience in addressing U.S. tax aspects of companies doing business abroad. CPA license (non-negotiable requirement).
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.
Portfolio Counselor – Dallas
The position is a professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to the firms growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
- Partner with sales professionals to onboard new clients
- Help bring in new assets through client referrals
- Educate clients on firms philosophy
- Align our portfolio strategy with clients’ goals
- Oversee clients onboarding process, including transfer of assets
- Collaborate with several teams to provide unparalleled service
- Introduce clients to their long-term relationship manager
3+ years experience working in financial services
Hold Series 65 license or required upon hire
Understanding of capital markets and investment products
Manage complexity in a high volume environment
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.
Investment Counselor – Dallas
Partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
- Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we’re on the right track towards their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
2+ years of instilling trust and building client relationship within the finance industry
Series 65 (obtain upon starting)
Bachelor’s degree or equivalent work experience
A thoughtful consultative approach with an emphasis on client focus
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com
Client Associate, Dallas (In-person)
This position is with a firm that advises high net worth clients. This is a great opportunity for an experienced client services, administrative, and operations professional to add value to a fast growing firm. Duties include: New Client Onboarding Process: Receiving new client introductions from Advisors and working with the new client to open custodial accounts. Fielding calls/email requests from clients for wires, deposits, quarterly performance reporting, GIPS compliance and developing strong a rapport with all clients. Required: Proficient use of Microsoft Office suite including Excel, Word, Outlook, PowerPoint, Schwab Portfolio Center and Fidelity Wealth Central. Must have a 4-year Undergraduate Degree and at least 3 years of relevant office management experience within the financial services industry.
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.